Massachusetts
Boston
$143,000
Total Investment
Industry
Consulting
Impact Highlights
Investing in minority owned business that focuses on assisting small businesses.
New marketing efforts will target corporate clients such as universities and banks.
About the Business
Roads Consulting offers a range of services that include digital marketing services, business strategy consulting, bookkeeping, loan and grant application support services, referrals to compliance, legal, and tax experts. Roads is sector agnostic and tailors its solutions based on a business’ industry, operational history, and management skillset. Roads Consulting has worked with over 1,200 small businesses in New England so far.
About the Owner
Jose Perez founded Roads consulting in 2017 with the intention to build an all-inclusive consulting service for Boston-based small businesses seeking operational support. Before founding Roads, Jose worked at the Massachusetts State Department of Revenue as a Tax Examiner. He also has experience in owning and running a restaurant, CDL driving school, and vehicle branding company. Jose received a B.S. in Criminal Justice from Bay State College, an MBA from Cambridge College, and a PhD in Humanities from Salve Regina University.
Deal Overview
LISC invested $143,000 through the JPMorgan Chase Supplier Diversity Program to allow roads to invest in enhanced marketing and expansion into Houston, TX.
The investment pools sponsored by LISC are available only to eligible investors, are offered only pursuant to their official offering documents, and are managed by LISC Fund Management, which is a wholly-owned subsidiary of LISC. LISC Fund Management is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Registration of an investment adviser with the SEC does not imply any level of skill or training. Please visit the SEC’s website at www.adviserinfo.sec.gov to see LISC Fund Management’s Form ADV, which contains important disclosures, including further disclosures about material conflicts of interest, risks, and limitations associated with LISC Fund Management.